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Avidian Wealth Enterprises’s Align Technology ALGN Stock Holding History

Avidian Wealth Enterprises’s Portfolio ALGN Stock Details ALGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-719
Closed -$473K – 494
2021
Q4 		$473K Buy
+719
New +$462K 0.03% 311
2016
Q3 		– Sell
-4,319
Closed -$348K – 77
2016
Q2 		$348K Buy
+4,319
New +$330K 0.13% 40

Other funds holding ALGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Avidian Wealth Enterprises's ALGN Position: Q1 2022 in Review

Avidian Wealth Enterprises sold out of Align Technology (ALGN) in Q1 2022, closing a stake of 719 shares — an estimated $473K sold.

Avidian Wealth Enterprises first reported a position in ALGN in Q2 2016 and held it in 2 quarters. The position peaked at $473K in Q4 2021. 861 funds tracked by Wall St. Rank hold ALGN as of Q1 2022.

  • Avidian Wealth Enterprises reported no remaining Align Technology position as of Q1 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 719 Align Technology shares in Q1 2022, an estimated $473K.
  • Avidian Wealth Enterprises first reported a position in Align Technology in Q2 2016 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Align Technology position peaked at $473K in Q4 2021.
  • 861 funds tracked by Wall St. Rank held Align Technology as of Q1 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2022, filed 10 May 2022.